David Russell is a Managing Director and the Head of Family Office Services at MGO Private Wealth. His focus is building out the firm’s multi-family office practice and investment platform, as well as growing the firm’s scope on entertainment, sports, and media professionals.
With over 10 years of experience in private equity and private wealth management, David advises Fortune 500 executives, entrepreneurs, endowments, foundations, and professionals in sports and entertainment. He helps clients maximize their social and financial capital and helps them establish their legacy and enhance their desired impact.
David possesses a unique understanding of the emotional and mental aspects that accompany first generation wealth creation and enjoys working with clients who are building wealth for the first time. Prior to joining MGO Private Wealth, David created the first diverse client business initiative designed to inform, connect, and advise affluent people of color at J.P. Morgan’s Private Bank.
Outside of work, he serves with local and national organizations working on education advocacy and reform, criminal justice reform, and impact investing.
PROFESSIONAL & BUSINESS AFFILIATIONS
Partner, Forbes Ignite
Professor, Finance Department – M.J. Neeley School of Business
Member, Board of Advisors -M.J. Neeley School of Business
Member, City of Dallas – Housing & Neighborhood Revitalization Public Facility Corporation
Executive Board Member & Partner, Social Venture Partners Dallas
Executive Board Member & Governance Chair, Dallas Afterschool
EDUCATION & PROFESSIONAL DESIGNATIONS
Oklahoma State University, M.S. of Science in Accounting
Texas Christian University, M.J. Neeley School of Business, B.B.A. in Accounting and Finance
Series 66 Certified, FINRA
Series 7 Certified, FINRA